According to John O’Connell, CEO of the Oasis Group, wealth platforms should not be evaluated on a simple good-versus-bad scale. “It’s not good or bad necessarily,” O’Connell says. “One of the biggest ...

Advisor360 unveils AI-native wealth operating system designed for advisory firms of any size with unified data foundation ...

Advisor360deg has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the ...

Firm recognized for industry-leading risk management technology solutions and analytics that help its Financial Advisors mitigate risk in client portfolios Celent, a global research and advisory firm ...

The MarketWatch News Department was not involved in the creation of this content. LOS ANGELES and SAN DIEGO, June 16, 2025 /PRNewswire/ -- Chantico Technology, a leader in machine learning scenario ...

Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

FSRA-licensed platform backed by USD 1M funding introduces transparent, factor-based investing and performance-linked advisory for NRIs ...

Within this one-window system, activating a new service takes not weeks, but hours (or sometimes even minutes).

SS&C Technologies Holdings has combined its wealth management offerings into one unified brand and platform under its Black Diamond unit, which is well-known by advisors. The Windsor, Conn.-based ...

Advisor360° has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the ...